Ridgeline

At Ridgeline, we're passionate about building the industry's leading cloud platform for investment management. Founded in 2017 by visionary entrepreneur Dave Duffield, we focus on providing innovative solutions that empower investment managers to thrive in a rapidly evolving environment. Our platform combines advanced technology and AI capabilities to streamline processes across trading, portfolio management, and client relationship management (CRM), creating an integrated and efficient experience for our users.

Our mission is to help investment firms grow and retain assets while enhancing their ability to manage investor relationships. By unifying multiple functions into a single platform, Ridgeline reduces operational complexity and enables our clients to spend more time on what truly matters—delivering exceptional service to their investors. With a strong commitment to innovation and customer satisfaction, we continually seek to transform the investment landscape. Our clients, such as Saratoga Research and Cornerstone Investment Partners, have seen significant improvements in efficiency and transparency by adopting our solutions.